Are Investors Hiding in the Wrong Stocks?

Podcast: Know Your Risk Podcast · Know Your Risk Radio

Opublikowano: 2026-11-02

November 2, 2026 - Investors fleeing the AI selloff are looking for somewhere safe. But what happens when the hiding places are expensive, too? Zach Abraham and Chase Taylor question the prices investors are paying for familiar businesses like Walmart, Costco, and Apple. A dependable company can still carry substantial valuation risk—and a “defensive” label doesn’t settle whether its stock is worth buying. They also examine whether forced selling and crowded positions are driving the latest market moves, why falling oil prices and interest rates haven’t provided more support, and what it might take for stocks to...